“Helping clients plan for their most important life events is a huge privilege. Getting to know what is really important to them is vital and I consider myself very lucky to be part of that journey.”
- Locations
- Plymouth
Rory is a Divisional Director across our South West offices. He manages investment portfolios for a range of private clients, including individuals, families and charities.
He has particular expertise and knowledge in Court of Protection work, helping professional advisers and their clients develop a financial framework to ensure their long-term needs are met. In this role he works closely with financial planners, solicitors and accountants.
Rory is also a member of the Corporate team, helping business owners who are planning for an exit. He began his financial services career with RBC Brewin Dolphin in 2009 as a Trainee. He is a Chartered Wealth Manager.